ICOS发布最终建议以加强欧洲在全球半导体价值链中的地位——阅读新闻稿

ICOS final recommendations to strengthen the European position in the global semiconductor value chain – Read the Press Release

AENEAS by Editor 2026-03-09 15:12 Original
摘要
欧盟ICOS半导体国际合作项目已结束为期三年的使命,旨在通过国际合作强化欧洲在半导体领域的地位。项目与日本、韩国、印度、新加坡、美国及台湾等关键地区举办了24场双边/多边研讨会,并为欧盟委员会提供了包括产业生态分析、战略差距评估及政策建议在内的多项成果。报告强调,欧洲需在AI计算、量子技术及先进封装等领域加强国际合作与自主能力,新项目ICOS-Squared将于近期启动以持续推进这一战略。

历时三年的欧盟ICOS(国际半导体合作)项目近日发布最终建议,旨在通过强化国际合作,提升欧洲在全球半导体价值链中的地位。该项目与《欧盟芯片法案》、绿色协议及数字议程协同运作,在欧洲委员会与日本、韩国、印度、新加坡、美国及台湾等关键伙伴之间搭建了合作桥梁。

ICOS项目通过组织24场双边及多边研讨会,促成了互惠的半导体合作伙伴关系。其核心成果包括对欧盟及七个非欧盟关键国家(中国、印度、日本、韩国、新加坡、台湾、美国)半导体生态的深入分析、识别合作机遇的战略差距分析,以及具体的政策建议。

项目指出,国际合作不应仅用于填补短期技术缺口,而应成为将欧洲强大研发基础转化为产业领导力的战略杠杆。关键合作与投资方向包括:

  • 人工智能与先进计算:需转向异构架构、光学互连和先进封装,以维持性能扩展与能效;加速研究近内存计算、存内计算等架构以突破内存带宽瓶颈。
  • 量子技术:保持超导、硅基及光子量子比特等多路径研发投入。
  • 先进功能:在传感器、能量收集、功率电子、光子学、无线通信等领域,以异质集成为共同推动力。
  • 先进封装技术:作为战略使能技术,欧洲需建立从器件到系统的全栈能力。

项目协调人弗朗西斯·巴莱斯特拉强调:“国际合作对于与理念相近国家建立平衡的半导体伙伴关系至关重要,是强化欧洲在全球价值链中地位、实现《欧盟芯片法案》目标的关键。”

基于ICOS成果,未来合作应聚焦于先进封装、高容量集成、存储技术和AI辅助设计等互补领域,同时欧洲需通过协调中试线、提升设计工具访问及针对性技能发展来加强自身能力。旨在深化合作的后续项目ICOS-Squared将于未来数月启动。

Summary
The ICOS project, aligned with the EU Chips Act, has concluded its three-year mission to strengthen Europe's semiconductor position through international cooperation. It involved organizing 24 workshops with key countries like the US, Japan, and Taiwan, delivering analyses and policy recommendations to guide collaborative actions. The findings emphasize strategic cooperation in areas like AI-driven computing, advanced packaging, and quantum technologies to transform Europe's research into industrial leadership.

The European project ICOS (International Cooperation On Semiconductors) has concluded its three-year mission, delivering a final set of recommendations to bolster Europe's position in the global semiconductor value chain. Operating in alignment with the EU Chips Act, the project served as a strategic bridge between the European Commission and key international partners.

ICOS facilitated cooperation through 24 bilateral and multilateral workshops with leading semiconductor countries and regions, including Japan, South Korea, India, Singapore, the United States, and Taiwan. The project's core deliverables include an in-depth analysis of the industrial ecosystems in Europe and seven non-EU countries, a strategic gap analysis, and specific policy advice for international collaboration.

The findings underscore that international cooperation is now a strategic lever for transforming Europe's research strength into industrial leadership, rather than just a tool to address short-term gaps. Key technological priorities for collaborative investment have been identified:

* AI & Advanced Computation: Research must focus on heterogeneous architectures, optical interconnects, and advanced packaging to address performance and energy bottlenecks. Accelerating work on near-memory compute and processing-in-memory is critical.

* Quantum Technologies: Europe should maintain a diversified research portfolio across superconducting, silicon-based, and photonic qubits.

* Advanced Functionalities: Strong innovation potential exists in sensors, power electronics, and photonics, with heterogeneous integration as a key enabler.

* Advanced Packaging: This is highlighted as a strategic enabler for both computation and functionality, where Europe must develop full-stack capabilities.

The project calls for focused, mutually beneficial cooperation in areas like advanced packaging, high-volume integration, memory technologies, and AI-enabled design to help Europe overcome structural obstacles. Simultaneously, it stresses the need to reinforce internal capabilities through coordinated pilot lines, better design infrastructure access, and skills development.

“International cooperation is key to building balanced semiconductor partnerships with like-minded countries on initiatives of mutual interest. It is essential to strengthening Europe’s position in global value chains,” stated ICOS project coordinator Francis Balestra.

With its mission complete, the groundwork laid by ICOS will be continued by a new initiative, ICOS-Squared, set to launch in the coming months to further advance Europe's strategic position in the global semiconductor ecosystem.

Résumé
Le projet européen ICOS a achevé sa mission de trois ans visant à renforcer la coopération internationale dans le secteur des semi-conducteurs, en organisant 24 ateliers avec des pays clés comme le Japon, les États-Unis et Taïwan. Il a produit des analyses stratégiques et des recommandations pour combler les lacunes technologiques de l'Europe, notamment dans l'IA, l'emballage avancé et les mémoires. Un nouveau projet, ICOS-Squared, sera lancé prochainement pour poursuivre ces efforts et consolider la position européenne dans la chaîne de valeur mondiale.

As the semiconductor world is undergoing rapid changes, the European project ICOS – International Cooperation On Semiconductors has successfully concluded its three-year mission: identify the needs and opportunities for international collaboration in this changing ecosystem.

Operating in alignment with the EU Chips Act, Green deal and Digital Agenda, ICOS has served as a bridge between the European Commission and international global like-minded countries. In the frame of the Digital Partnerships and Trade and Technology Councils, the project has contributed to develop promising balanced bilateral/multilateral semiconductor partnerships of mutual interest to strengthen Europe’s position in emerging technologies and global value chains of semiconductors. In particular through the organisation of 24 bilateral/multilateral Workshops with key countries, including Japan, South-Korea, India, Singapore, USA and Taiwan. Very close and fruitful cooperation with the European Commission was established during the three years of ICOS to strengthen international cooperation with leading semiconductor countries by combining political, scientific and technological strategies.

ICOS results to strengthen Europe position in the value chain of semiconductors

Building on a large consortium of experts, including Academia, industry, Associations and Consulting Companies, ICOS delivered many results destined to advise the European Commission policymakers and stakeholders on collaborative actions to be implemented with leading semiconductor countries, supported by an in-depth risk-benefit assessment. The ICOS results include:

– Analysis of the semiconductor industrial ecosystems in Europe and in 7 key non-EU countries (China, India, Japan, ROK, Singapore, Taiwan, US), alongside other studies on Canada and Malaysia.

– Strategic Gap Analysis underlying generic challenges and needs, but also next-generation and emerging technologies to identify opportunities for Europe based on international cooperation driven by public authorities

– Collaborative Actions with the organization of 24 bilateral and multilateral workshops and matchmaking activities with European Industrial & Academic communities and leading semiconductor countries

– Policy advices and recommendations for international cooperation, including Research topic recommendations, potential cases of complementary cooperation between EU and other Countries, or recommendations for standardisation activities.

Overall, during its three years of operation, ICOS has implemented, strengthened and developed the partnerships with the leading semiconductor countries, in close cooperation with the European Commission.

Technological Priorities for emerging technologies

The ICOS findings highlight that international cooperation is no longer a mere mechanism to fill short term technological gaps, but a strategic lever for transforming Europe’s strong research base into industrial leadership and the foundation of new opportunities to strengthen Europe’s position in global value chains in semiconductors, dominated by Asia and the United States.

Key recommendations for future collaborative research and investment include:

AI & Advanced Computation: The AI-driven compute explosion requires a shift toward heterogeneous architectures, optical interconnects, and advanced packaging to maintain performance scaling and energy efficiency.

Memory bandwidth and data movement bottlenecks are critical constraints; research into near-memory compute, processing-in-memory or alternative computing architectures should be accelerated.

Quantum technologies remain highly exploratory, and Europe should maintain a diversified research portfolio across superconducting, silicon-based, and photonic qubits

Advanced Functionalities: the domains which covers sensors, energy harvesting, power electronics, photonics, wireless communication… show strong innovation potential, with heterogeneous integration as a common enabler across these tracks.

Advanced packaging technologies as strategic enablers: both for advanced computation and advanced functionalization. Europe must develop full-stack capabilities from devices to systems.

A Call to Action for the European Ecosystem of semiconductors

Three-years of intense analyses, meetings and collaboration within the ICOS projects lead us to the conclusion that International Cooperation should be focused, mutually beneficial, and anchored in areas where complementary global strengths can help Europe overcome structural obstacles. Particularly in advanced packaging, high volume integration, memory technologies, and AI enabled design. At the same time, Europe must reinforce its internal capabilities through coordinated pilot line efforts, improved access to design and modelling infrastructure, and targeted skills development.

“International cooperation is key to building balanced semiconductor partnerships with like-minded countries on initiatives of mutual interest. It is essential to strengthening Europe’s position in global value chains and reinforcing the objectives of the EU Chips Act for European economic and societal resilience,” says Francis Balestra, coordinator of the ICOS project.

Taking into account the actual geopolitical context and the semiconductor landscape, the role, objectives and results of ICOS are more strategic than ever for laying the foundations for future cooperation. The new project devoted to international cooperation, ICOS-Squared, will be launched in the coming months and will further strengthen Europe’s position in the global semiconductor ecosystem.

Source: ICOS Project

The post ICOS final recommendations to strengthen the European position in the global semiconductor value chain – Read the Press Release appeared first on Aeneas.

AI Insight
Core Point

ICOS ended with recommendations for Europe to deepen targeted semiconductor cooperation with key global partners, aiming to strengthen EU competitiveness in chips, advanced packaging, and AI-era compute.

Key Players

ICOS (International Cooperation On Semiconductors) — EU-backed semiconductor cooperation project, Europe-based.

European Commission — EU executive body, Brussels, Belgium.

AENEAS — European association for electronic components and systems, Europe-based.

ICOS-Squared — Follow-on international semiconductor cooperation project, Europe-based.

Industry Impact
  • ICT: High — reinforces Europe’s semiconductor supply-chain and technology strategy.
  • Computing/AI: High — prioritizes heterogeneous architectures, advanced packaging, and AI compute scaling.
  • Terminals/Consumer Electronics: Medium — improved chip capabilities can support future devices and integration.
  • Automotive: Medium — advanced semiconductors and power electronics matter for vehicle electronics and electrification.
Tracking

Strongly track — signals EU policy direction on semiconductor partnerships, industrial capability building, and future funding priorities.

Highlights
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半导体 创业 科研
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2026-03-31 09:32
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